MFS MULTIMARKET INCOME TRUST - MMT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 12,794,540 | 56,295 | 0.0% | 0.0% | 1 | +10,202,366 | 393.58% | Q2 2026 | Aug 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 7,175,980 | 31,574 | 0.6% | 0.08% | 2 | +6,360,650 | 780.13% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 5,726,070 | 25,194 | 0.04% | 0.03% | 3 | +2,275,183 | 65.93% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,305,725 | 5,745 | 0.09% | 0.07% | 4 | +421,358 | 47.65% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,291,109 | 5,680 | 0.0% | 0.0% | 5 | +163,389 | 14.49% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 904,777 | 3,981 | 0.0% | 0.0% | 6 | +876,132 | 3058.59% | Q2 2026 | Aug 12, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 752,776 | 3,312 | 0.29% | 0.24% | 7 | +22,496 | 3.08% | Q2 2026 | Sep 02, 2026 |
| Shaker Financial Services, LLC | History | New | 746,733 | 3,285 | 1.03% | — | 8 | +746,733 | New | Q2 2026 | Jul 15, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 718,955 | 3,163 | 0.15% | 0.08% | 9 | +381,763 | 113.22% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Added to | 663,273 | 2,918 | 0.0% | 0.0% | 10 | +15,562 | 2.4% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 610,942 | 2,688 | 0.0% | 0.0% | 11 | +97,448 | 18.98% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 548,778 | 2,414 | 0.0% | 0.0% | 12 | +533,821 | 3569.04% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | New | 471,046 | 2,073 | 0.0% | — | 13 | +471,046 | New | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 369,123 | 1,624 | 0.0% | 0.0% | 14 | +186,077 | 101.66% | Q2 2026 | Jul 29, 2026 |
| COHEN & STEERS, INC. | History | No change | 329,603 | 1,450 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 286,813 | 1,261 | 0.0% | 0.0% | 16 | +263,199 | 1114.59% | Q2 2026 | Aug 14, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | New | 280,036 | 1,232 | 0.03% | — | 17 | +280,036 | New | Q2 2026 | Jul 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 277,328 | 1,220 | 0.0% | 0.0% | 18 | +127,553 | 85.16% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 274,549 | 1,208 | 0.0% | 0.01% | 19 | -163,032 | -37.26% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 254,366 | 1,119 | 0.0% | 0.0% | 20 | +94,054 | 58.67% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 235,831 | 1,037 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 219,828 | 967 | 0.0% | 0.0% | 22 | +186,487 | 559.33% | Q2 2026 | Jul 27, 2026 |
| Koshinski Asset Management, Inc. | History | New | 202,183 | 889 | 0.05% | — | 23 | +202,183 | New | Q2 2026 | Jul 27, 2026 |
| Logan Stone Capital, LLC | History | New | 199,145 | 876 | 0.19% | — | 24 | +199,145 | New | Q2 2026 | Aug 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 194,724 | 856 | 0.06% | 0.08% | 25 | +35,779 | 22.51% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 189,494 | 833 | 0.0% | 0.0% | 26 | +98,829 | 109.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 187,488 | 824 | 0.0% | 0.0% | 27 | +135,487 | 260.55% | Q2 2026 | Aug 12, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 172,379 | 758 | 0.11% | 0.03% | 28 | +121,879 | 241.34% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | New | 171,236 | 753 | 0.0% | — | 29 | +171,236 | New | Q2 2026 | Jul 28, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 163,481 | 719 | 0.27% | 0.18% | 30 | +74,568 | 83.87% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 161,608 | 711 | 0.0% | 0.0% | 31 | +42,599 | 35.79% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 110,627 | 486 | 0.0% | — | 32 | +110,627 | New | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 102,873 | 452 | 0.0% | 0.0% | 33 | -75,244 | -42.24% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | New | 98,057 | 431 | 0.0% | — | 34 | +98,057 | New | Q2 2026 | Aug 05, 2026 |
| Stonebridge Financial Planning Group, LLC | History | New | 95,998 | 422 | 0.13% | — | 35 | +95,998 | New | Q2 2026 | Jul 31, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 95,049 | 418 | 0.0% | 0.0% | 36 | +76,934 | 424.7% | Q2 2026 | Aug 14, 2026 |
| Yakira Capital Management, Inc. | History | Added to | 87,534 | 385 | 0.11% | 0.07% | 37 | +33,785 | 62.86% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Added to | 84,555 | 372 | 0.0% | 0.0% | 38 | +70,461 | 499.94% | Q2 2026 | Aug 13, 2026 |
| Almitas Capital LLC | History | New | 83,238 | 366 | 0.09% | — | 39 | +83,238 | New | Q2 2026 | Aug 14, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 82,916 | 364 | 0.01% | — | 40 | +82,916 | New | Q2 2026 | Aug 14, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 81,616 | 359 | 0.35% | 0.16% | 41 | +48,231 | 144.47% | Q2 2026 | Jul 27, 2026 |
| DECISION INVESTMENTS, INC | History | Added to | 79,098 | 348 | 0.32% | 0.17% | 42 | +46,598 | 143.38% | Q2 2026 | Jul 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 72,466 | 318 | 0.0% | 0.0% | 43 | +57,829 | 395.09% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 67,097 | 295 | 0.0% | — | 44 | +67,097 | New | Q2 2026 | Aug 06, 2026 |
| Regal Investment Advisors LLC | History | Added to | 64,383 | 283 | 0.01% | 0.02% | 45 | +5,500 | 9.34% | Q2 2026 | Aug 14, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | New | 61,886 | 272 | 0.19% | — | 46 | +61,886 | New | Q2 2026 | Aug 18, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 60,024 | 264 | 0.0% | 0.0% | 47 | +15,615 | 35.16% | Q2 2026 | Jul 31, 2026 |
| Compound Planning, Inc. | History | Reduced | 60,171 | 264 | 0.01% | 0.01% | 48 | -575 | -0.95% | Q2 2026 | Aug 04, 2026 |
| Clear Street Group Inc. | History | New | 56,014 | 246 | 0.0% | — | 49 | +56,014 | New | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | New | 53,899 | 237 | 0.0% | — | 51 | +53,899 | New | Q2 2026 | Jul 24, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 53,880 | 237 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 51,338 | 225 | 0.01% | 0.0% | 52 | +49,778 | 3190.9% | Q2 2026 | Jul 06, 2026 |
| Ethos Financial Group, LLC | History | Added to | 50,770 | 223 | 0.01% | 0.01% | 53 | +26,998 | 113.57% | Q2 2026 | Aug 07, 2026 |
| Northstar Financial Companies, Inc. | History | Reduced | 46,176 | 203 | 0.14% | 0.19% | 54 | -6,467 | -12.28% | Q2 2026 | Aug 06, 2026 |
| Sowell Financial Services LLC | History | Reduced | 43,545 | 191 | 0.01% | 0.01% | 55 | -2,908 | -6.26% | Q2 2026 | Jul 17, 2026 |
| Bey-Douglas LLC | History | No change | 41,491 | 191 | 0.17% | 0.17% | 56 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 40,596 | 178 | 0.0% | 0.0% | 57 | +3,096 | 8.26% | Q2 2026 | Aug 11, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 37,851 | 166 | 0.09% | 0.07% | 58 | +13,543 | 55.71% | Q2 2026 | Jul 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 34,461 | 151 | 0.0% | 0.0% | 59 | -8,356 | -19.52% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 32,463 | 142 | 0.02% | 0.03% | 60 | +58 | 0.18% | Q2 2026 | Aug 04, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 31,620 | 139 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 30,700 | 135 | 0.04% | 0.05% | 62 | +3,257 | 11.87% | Q2 2026 | Aug 14, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 29,599 | 130 | 0.07% | 0.04% | 63 | +14,099 | 90.96% | Q2 2026 | Jul 24, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 29,062 | 127 | 0.05% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 28,388 | 124 | 0.0% | — | 65 | +28,388 | New | Q2 2026 | Jul 27, 2026 |
| XTX Topco Ltd | History | New | 27,163 | 119 | 0.0% | — | 66 | +27,163 | New | Q2 2026 | Aug 14, 2026 |
| Valley Brook Capital Group, Inc. | History | New | 26,201 | 115 | 0.07% | — | 67 | +26,201 | New | Q2 2026 | Jul 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 26,119 | 114 | 0.0% | — | 69 | +26,119 | New | Q2 2026 | Aug 14, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 26,100 | 114 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 25,190 | 111 | 0.0% | 0.0% | 70 | +13,617 | 117.66% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 24,550 | 108 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 23,592 | 103 | 0.0% | 0.0% | 72 | +2,982 | 14.47% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 22,494 | 98 | 0.0% | 0.0% | 73 | +2,402 | 11.96% | Q2 2026 | Aug 13, 2026 |
| HOERTKORN RICHARD CHARLES | History | No change | 22,000 | 96 | 0.06% | 0.08% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 21,397 | 94 | 0.01% | — | 75 | +21,397 | New | Q2 2026 | Jul 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 20,952 | 92 | 0.0% | 0.0% | 76 | -4,031 | -16.13% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 21,020 | 92 | 0.0% | 0.0% | 77 | -1,083 | -4.9% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 20,313 | 89 | 0.0% | 0.0% | 78 | +8,133 | 66.77% | Q2 2026 | Jul 20, 2026 |
| &PARTNERS | History | Added to | 19,791 | 87 | 0.0% | 0.0% | 79 | +1,404 | 7.64% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 19,610 | 86 | 0.0% | 0.0% | 80 | +4,319 | 28.25% | Q2 2026 | Sep 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 18,618 | 82 | 0.0% | — | 81 | +18,618 | New | Q2 2026 | Jul 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 17,938 | 78 | 0.0% | 0.0% | 82 | +166 | 0.93% | Q2 2026 | Jul 27, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 17,565 | 77 | 0.0% | — | 83 | +17,565 | New | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | New | 16,768 | 73 | 0.0% | — | 84 | +16,768 | New | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | New | 16,363 | 71 | 0.0% | — | 86 | +16,363 | New | Q2 2026 | Jul 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 16,200 | 71 | 0.0% | — | 85 | +16,200 | New | Q2 2026 | Aug 14, 2026 |
| PHILADELPHIA TRUST CO | History | New | 16,002 | 70 | 0.0% | — | 88 | +16,002 | New | Q2 2026 | Aug 10, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | Added to | 16,062 | 70 | 0.03% | 0.03% | 87 | +2,500 | 18.43% | Q2 2026 | Aug 10, 2026 |
| First Heartland Consultants, Inc. | History | New | 14,895 | 65 | 0.0% | — | 92 | +14,895 | New | Q2 2026 | Jul 08, 2026 |
| Rock Point Advisors, LLC | History | New | 14,866 | 65 | 0.02% | — | 91 | +14,866 | New | Q2 2026 | Aug 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | New | 14,839 | 65 | 0.0% | — | 90 | +14,839 | New | Q2 2026 | Aug 14, 2026 |
| Broadway Wealth Solutions, Inc. | History | No change | 14,900 | 65 | 0.03% | 0.04% | 89 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 14,695 | 64 | 0.0% | 0.0% | 93 | -98,130 | -86.98% | Q2 2026 | Sep 23, 2026 |
| Parcion Private Wealth LLC | History | New | 14,215 | 62 | 0.0% | — | 94 | +14,215 | New | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | New | 13,501 | 59 | 0.0% | — | 96 | +13,501 | New | Q2 2026 | Sep 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 13,460 | 59 | 0.0% | 0.0% | 95 | -5,796 | -30.1% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,114 | 57 | 0.0% | 0.0% | 97 | +10,888 | 489.13% | Q2 2026 | Jul 17, 2026 |
| Creative Planning | History | New | 12,310 | 54 | 0.0% | — | 98 | +12,310 | New | Q2 2026 | Aug 13, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | New | 12,304 | 54 | 0.03% | — | 99 | +12,304 | New | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 11,839 | 52 | 0.0% | — | 100 | +11,839 | New | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | New | 11,793 | 51 | 0.0% | — | 101 | +11,793 | New | Q2 2026 | Jul 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 11,701 | 51 | 0.0% | — | 102 | +11,701 | New | Q2 2026 | Jul 22, 2026 |
| Baird Financial Group, Inc. | History | New | 11,111 | 48 | 0.0% | — | 103 | +11,111 | New | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 10,737 | 47 | 0.0% | — | 105 | +10,737 | New | Q2 2026 | Jul 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 10,833 | 47 | 0.0% | 0.0% | 104 | +4,874 | 81.79% | Q2 2026 | Aug 07, 2026 |
| Mezzasalma Advisors, LLC | History | New | 10,657 | 46 | 0.01% | — | 106 | +10,657 | New | Q2 2026 | Aug 10, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | New | 10,446 | 45 | 0.02% | — | 107 | +10,446 | New | Q2 2026 | Jul 24, 2026 |
| Collaborative Wealth Managment Inc. | History | New | 10,109 | 44 | 0.02% | — | 109 | +10,109 | New | Q2 2026 | Aug 05, 2026 |
| Gilman Hill Asset Management, LLC | History | New | 10,001 | 44 | 0.01% | — | 108 | +10,001 | New | Q2 2026 | Jul 09, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 8,608 | 37 | 0.0% | — | 111 | +8,608 | New | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,515 | 37 | 0.0% | 0.0% | 110 | +7,852 | 1184.31% | Q2 2026 | Aug 07, 2026 |
| WPG Advisers, LLC | History | Added to | 6,767 | 29 | 0.02% | 0.01% | 112 | +3,041 | 81.62% | Q2 2026 | Aug 05, 2026 |
| Founders Capital Management | History | No change | 6,270 | 27 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Larson Financial Group LLC | History | New | 5,884 | 25 | 0.0% | — | 114 | +5,884 | New | Q2 2026 | Aug 14, 2026 |
| West Branch Capital LLC | History | No change | 5,000 | 22 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| IFG Advisory, LLC | History | New | 4,667 | 20 | 0.0% | — | 117 | +4,667 | New | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,599 | 20 | 0.0% | 0.0% | 116 | +3,694 | 408.18% | Q2 2026 | Aug 05, 2026 |
| Rossby Financial, LCC | History | No change | 4,493 | 19 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | Added to | 4,081 | 17 | 0.02% | 0.02% | 119 | +99 | 2.49% | Q2 2026 | Aug 10, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 3,768 | 16 | 0.0% | — | 120 | +3,768 | New | Q2 2026 | Jul 15, 2026 |
| Axiom Investment Management LLC | History | New | 3,111 | 13 | 0.01% | — | 122 | +3,111 | New | Q2 2026 | Jul 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 2,967 | 13 | 0.0% | — | 123 | +2,967 | New | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | No change | 3,000 | 13 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 1,394 | 6 | 0.0% | — | 125 | +1,394 | New | Q2 2026 | Jul 28, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,366 | 6 | 0.0% | 0.0% | 124 | +666 | 95.14% | Q2 2026 | Jul 13, 2026 |
| FIRST HORIZON CORP | History | New | 1,176 | 5 | 0.0% | — | 127 | +1,176 | New | Q2 2026 | Jul 20, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,282 | 5 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 927 | 4 | 0.0% | — | 128 | +927 | New | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | New | 662 | 3 | 0.0% | — | 131 | +662 | New | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 853 | 3 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Golden State Wealth Management, LLC | History | No change | 900 | 3 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 539 | 2 | 0.0% | 0.0% | 132 | +139 | 34.75% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | New | 380 | 1 | 0.0% | — | 133 | +380 | New | Q2 2026 | Aug 12, 2026 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,844 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,308 | -100.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -863 | -100.0% | Q2 2026 | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 72 | 0 | — | — | — | +72 | New | Q2 2026 | Jul 24, 2026 |
| CITIGROUP INC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |